Priya Anthony is a financial advisor with PNC Wealth Management in Katy, TX, holding Series 65 and Series 63 licenses and possessing 11 years of industry experience. Her career includes multiple roles at BBVA-affiliated firms from 2013 to 2021, before joining PNC Investments in 2019. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, employee pilot digital offering that employs algorithmic risk assessment and discretionary management of mutual fund and ETF portfolios.

Manh Le is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and has been affiliated with WFGIA since 2001. His business activities include sales of insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides a combination of advisory and broker-dealer services through proprietary and third-party investment programs, offering both discretionary and non-discretionary portfolio management options.

Zainab Gandhi is a CFP®-certified financial advisor with 17 years of industry experience, currently affiliated with Carson Wealth. She has held roles at Raymond James Financial Services and The Shobe Financial Group, among others. Outside of advisory work, she is a partner in Allied Shipping and Chemicals LLC and Gifted Homezz LLC, a real estate venture. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing a model portfolio approach overseen by an Investment Committee and providing tailored investment solutions.

Cyriac Abraham is a financial advisor with Guardian Life, holding Series 65 and Series 63 licenses and bringing 16 years of industry experience. He worked at UBS Financial Services Inc. for five years before joining Guardian Life in 2019. Guardian Life’s subsidiary, Park Avenue Wealth Management, offers brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm provides a combination of advisor-led discretionary management, model-based strategies, and digital advisory solutions, supported by proprietary programs and third-party platforms.

Joseph Vinson is a financial advisor with AE Wealth Management, LLC and holds Series 63 and 65 licenses. He has 27 years of industry experience and has worked at several firms, including Regal Investment Advisors and National Planning Holdings. Vinson is also the owner of Vinson Financial Group, LLC, where he provides insurance sales and services, including Medicare supplement offerings. AE Wealth Management, LLC serves a diverse client base with fee-based portfolio management, financial planning, and retirement-plan consulting. The firm emphasizes discretionary model portfolios and manages nearly $50 billion for over 127,000 clients, supporting its advisors with a platform-focused approach and multiple investment strategies.

Christopher Davis is a financial advisor at Sanctuary Advisors, LLC in Houston, TX, holding Series 65 and Series 66 licenses with four years of industry experience. His prior roles include positions at The Colony Group, InterOcean Capital, and AllianceBernstein L.P. He has worked at Sanctuary Advisors and Sanctuary Securities since 2026. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, financial planning, retirement plan consulting, and access to various managed account platforms, employing multiple analytical approaches and acting as a fiduciary under written agreements.

Robert Fuest is a financial advisor at Farther with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fuest & Klein Wealth Advisors LLC and Landor & Fuest Capital Managers. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a digital platform and in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory, utilizing proprietary model portfolios and algorithmic rebalancing, with an emphasis on ETFs, mutual funds, equities, and fixed income.

Ernest Hammersley Jr. is a financial advisor with Guardian Life and holds the Series 63 and Series 66 designations. He has 28 years of industry experience, including a long tenure at Park Avenue Securities and Guardian Life. Outside of his advisory work, he competes in national BBQ cook-off competitions as part of the Guardians of BBQ team. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored client solutions through advisor-led discretionary management, model-based strategies, and access to proprietary and third-party programs.

Michael Lancaster is a CFP® professional based in Houston, TX, with 27 years of industry experience. He is currently with Steward Partners Investment Advisory, LLC and its affiliated entities since 2025. Prior to that, he spent a decade with Raymond James Financial Services and Lancaster Wealth Management. He has ownership in a non-investment related support company associated with his practice. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering a range of portfolio management and financial planning services.

Dana Narcisse is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Prior to joining Hornor, Townsend & Kent in 2022, Narcisse held roles at The Penn Mutual Life Insurance Company, Park Avenue Securities, Guardian Life Insurance Company, Pruco Securities LLC, and The Prudential Insurance Company of America. Outside of advising, Narcisse serves on the board of directors for the Houston Cardiac Association and holds positions in medical services as a C.T. technologist. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services, providing custody, execution, and brokerage capabilities alongside a platform that includes third-party asset manager relationships and both discretionary and non-discretionary account options.

Henry Kettler is a CFP® with four years of industry experience, currently serving as an advisory representative at Osaic Advisory Services, LLC. His prior experience includes roles at Triad Advisors and Integrated Financial. He also assists financial advisors at Robare & Jones Wealth Management. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser that serves a diverse client base including individuals, pension plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of investment programs and financial planning services, using a variety of strategies and platform relationships that differentiate its operating model in the industry.

Thomas Archer is a financial advisor with TLG Advisors, Inc. in Houston, TX, holding the ChFC® designation and Series 63 and 66 licenses. He has 44 years of industry experience, including roles at The Leaders Group Inc, CONCOURSE FINANCIAL GROUP SECURITIES INC, and VOYA Financial Advisors. Outside of his advisory work, Archer is CEO of Archer Insurance Tech and serves as first vice president of Elite Insurance Agency Inc. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors through a combination of investment supervisory, portfolio management, and ERISA fiduciary services, employing fundamental analysis and Modern Portfolio Theory in its portfolio construction.

Sarahbeth Pipkin is a Certified Financial Planner (CFP®) with 18 years of industry experience. She currently works at Hightower Advisors and previously held roles at STA Wealth Management, LLC, and UBS Financial Services. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm’s approach emphasizes manager selection and multi-manager solutions, supported by proprietary research and a range of portfolio management options.

Ishan Brew is a financial advisor with Steward Partners Investment Advisory, LLC in Houston, TX, holding Series 63 and Series 65 licenses with nine years of industry experience. He previously worked at The Vanguard Group for seven years and has entrepreneurial experience as the owner of Beautifully Rooted LLC, a hair and skin care products business. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets and serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of investment advisory and financial planning services, utilizing both in-house and third-party portfolio management solutions.

Oscar Gutierrez is a financial advisor with Transamerica Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and with 24 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and has prior experience with Wfg dating back to 2001. Additionally, Gutierrez operates a separate business as a certified trainer specializing in personal leadership. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a wide range of clients, including individuals, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm utilizes model portfolios and third-party managers across multiple platforms, managing approximately $1.7 billion in regulatory assets under management.

Robert Massa is a financial advisor at Prime Capital Financial with 23 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Massa has worked at Prime Capital Investment Advisors since 2017 and previously spent seven years at Ascende Wealth Advisers and Employee Benefit Solutions. Prime Capital Financial is an SEC-registered enterprise advisory firm that serves individuals, trusts, corporations, and retirement plans through asset management, financial planning, qualified retirement plan services, and third-party manager selection. The firm employs a variety of investment strategies and offers family office services, tax advisory through an affiliated subsidiary, and consolidated reporting for complex financial holdings.

Danielle Sandoval is a CFP® and holds a Series 66 license with nine years of industry experience. She currently works at Creative Planning and has previously been associated with Hope City Live, Inc. She hosts the Kingdom Compounding Podcast, which discusses biblical principles. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutions. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Travis Rhoad is a CFA® charterholder and holds a Series 65 license with 12 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC, having previously worked at Trippon Wealth Management Group LLC for 13 years. Outside of his advisory role, he is also licensed to sell life and health insurance. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach combining passive and active managers, overseen by an internal Investment Committee.

Stanley Robare is a CFP® professional with 17 years of experience in financial advising. He is currently with Osaic Advisory Services, LLC and has previously worked at Triad Hybrid Solutions and Triad Advisors, Inc. He also manages The Robare Group, a separate advisory practice focused on asset allocation and client portfolio review. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base including individuals, pension and profit-sharing plans, corporate and charitable entities, as well as sovereign wealth funds. The firm offers a variety of investment programs, retirement plan consulting, and access to alternative investments, utilizing both fundamental and technical analysis in its strategies.

Humberto Larios is a financial advisor at Centaurus Financial, Inc. with six years of industry experience. He holds Series 65 and Series 63 designations and previously worked at Cambridge Investment Research Advisors and Primerica. Outside of his advisory role, he is also a licensed life insurance agent through SMARTPRO FINANCIAL. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers a range of services such as financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory management of annuity and variable life sub-accounts.